Marketing Camp Mgt

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SAP CRM 7.0 Detailed View SAP CRM 7.0 – Marketing Campaign Management

Transcript of Marketing Camp Mgt

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SAP CRM 7.0Detailed View

SAP CRM 7.0 – Marketing

Campaign Management

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1. Overview 2. Campaign Planning3. Campaign Development4. Campaign Optimization5. Campaign Execution6. Campaign Analysis

Content

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Marketing analytics

Marketing capabilities in SAP CRM

Web and e-mail PartnersDirect

mailCall

centerField sales

Customer

Predictive analytics

Lead management

Lead generation

Lead qualification

Lead distribution

Segment and list management

External list import

Segments and list mgmt.

Marketing attributes

Mkt. resource management

Strategy and planning

Budget and costs

Couponing

Measurement and reporting

Customer analytics

Forecasting and planning

Branches or stores WirelessPOS and

ATMs

Optimization and refinement

Product analytics

Loyalty management

Program management

Reward rule management

Membership handling

Marketing Capability in SAP CRM – Building Blocks

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A Typical Campaign Case Study

Our company wants to accelerate demand for a new product offeringTo do this, we want to plan, budget and execute a demand generation campaign as part of our integrated 360° marketing planWe want to target the most promising customer segment for the campaignTo optimize the result while minimizing cost, for each target customer the contact channel should be determined based on customer profitabilityFor customers responding to the campaign we want to drive an automated dialogWe want to constantly track and measure performance against goals and budgetsWe want to leverage lessons learnt to improve campaign best practices in the future

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Campaign Management – Process View

Campaign as part of the integrated Marketing PlanProductsResponsesCosts

Plan

Campaign TacticsTarget SegmentsChannel Strategy

Develop

Optimize Contact Channel for each Customer based on Profitability

Optimize

Automated Dialog Marketing across multiple channels

Execute

Campaign PerformanceLessons Learnt –Campaign Best Practice

Measure

Make real-time, midcourse adjustments

Update all enterprise customer information

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1. Overview 2. Campaign Planning3. Campaign Development4. Campaign Optimization5. Campaign Execution6. Campaign Analysis

Content

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Step 1 – Campaign Planning

Plan

Marketing Calendar for full visibility into 360° Integrated Marketing Plan

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Step 1 – Campaign Planning

Plan

Integrated Cost Planning

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Step 1 – Campaign Planning

Plan

Integrated Product Planning

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Step 1 – Campaign Planning

Plan

Integrated Response Planning

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Campaign Planning – Highlights

Integrated BudgetingPlanning across multiple planning dimensions e.g.

product planningcost planning and distributioncoupon planning with redemption rate simulationcampaign response planning

Integration with back office (finance and accounting)Status dependent plan “snap shots” to track plan changes over time

ExecuteDevelop OptimizePlan Measure

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1. Overview2. Campaign Planning3. Campaign Development4. Campaign Optimization5. Campaign Execution6. Campaign Analysis

Content

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Step 2 – Campaign Development

Develop

Define Campaign details, communication strategy, product to be promoted, and further details

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Step 2 – Campaign Development

Develop

Define Customer Segments to be targeted

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Step 2 – Campaign Development

Develop

Define Channel StrategySupport of outbound and inbound channel strategies

Outbound marketinge-mail, SMS, Fax,…File export / Letter shopsInteraction CenterWeb ShopSales ForceChannel Partners

InboundCampaign related pricing, cross- and up-selling proposals in Web Shop and Call CenterIn 2007 enhancements for real-time offer management are planned to be delivered

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Step 2 – Campaign Development

Develop

Personalized Mail Forms for 1:1 marketing communications

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Step 2 – Campaign Development

Develop

Develop Surveys to be used in Campaign Automation

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Step 2 – Campaign Development

Develop

From „One-Shot“ Campaigns to Multiwave CampaigsSupport of different Campaign setups

Single Campaigns

Automated Multiwave Campaigns (Campaign Automation)Graphical Process ModelingDefinition of Rules to trigger follow up steps (Taken Customer Responses into Account)

Recurring CampaignsPeriodically reoccurring marketing activities

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Campaign Development – Highlights

Support of all relevant tactics and channel strategiesSupport Multiwave Campaigns/Recurring Campaigns

Graphical Process ModelingFollow ups based on customer response (rule-based)

Integrated Pricing (Discounts)Full visibility of internal parties and external vendors /partners involvedWorkflow-based approval processes and flexible authorization conceptDirect access to powerful, visual Segment Builder

Sampling of customer database to enable fast target group modelingControl Groups, splitting to support testing and validationIntegrated analytics, quick counts and hit previewsDe-duplication and segment prioritization

ExecuteDevelop OptimizePlan Measure

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Campaign Development – Highlights

Mail Form Editor Plain text, HTML, multi-MIME supportAttribute PersonalizationMultiple Link Tracking

External List Management to easily integrate data from other sourcesIntegrated Action Handling Overview about the history of changes (Change Documents)Integrated contact statistics

ExecuteDevelop OptimizePlan Measure

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1. Overview2. Campaign Planning3. Campaign Development4. Campaign Optimization5. Campaign Execution6. Campaign Analysis

Content

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Step 3 – Campaign Optimization

Optimize

(Optional Step) – Maximize Campaign Success by optimizing Contact Strategy based on Analytical Insight

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Campaign Optimization – Highlights

Integrated simulation and optimization engineApply response rates based on historical dataApply constraints (e.g., budget, channel capacity)Optimize offer / segment and channelcombinationsSimulate campaigns to ensure better resultsPredict relevant success key figures, such as response rates, costs, profits, and marketing ROI

ExecuteDevelop OptimizePlan Measure

Campaign Optimization – Highlights

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1. Overview2. Campaign Planning3. Campaign Development4. Campaign Optimization5. Campaign Execution6. Campaign Analysis

Content

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Step 4 – Campaign Execution

Execute

Pre-build integration of Campaign Execution into all Execution Channels of SAP CRM – as well as open interfaces for External Execution Channels

Web and e-mail PartnersDirect

mailCall

centerField sales

Customer

Branches or stores WirelessPOS and

ATMs

Campaign Execution

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CRM 7.0 What is new With Campaign Execution?

Campaign execution has been enhanced to address high volumes of business partners and marketing prospects.

No changes to previous campaign execution functionality – new functionality is additive to existing functionality.

variables in mail forms streamlined for execution

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CRM 7.0What is new With Campaign Execution?

Mail Forms

Streamlined number of variables for personalization

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CRM 7.0 What is new With Campaign Execution?

Configuration – new communication media for high volume execution

Email and file export destinations : campaign execution results written to Web Application Server file directory for further processing

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Step 4 – Campaign Execution

Execute

Automated multi-wave Dialogs based on Events and Responses

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Campaign Execution – Highlights

Multi-channel execution pre-integrated into SAP CRM interaction channels

e-mail, SMS, Fax, File export / Letter shops,…Interaction center

Interactive scripting - Integration with surveys – Bounce handlingE-commerce

Link tracking - Bounce handling – E-commerce / campaign revenue recognition

Mobile bi-directional integration with SAP Mobile sales - Central or local planning, execution and deployment - Support of “face to face”campaigns and promotions

Partner Channel ManagementPublishing of campaigns to partners - Structured view for partners on campaigns

Support of Indirect Channelsmedia campaigns, coupon campaigns via retail execution / clearing houses

ExecuteDevelop OptimizePlan Measure

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Campaign Execution – Highlights

Automated multi-wave Campaign Dialogs (Campaign Automation)

Graphical interface tailored to marketing users for designing and implementing real-time, event-triggered multi-wave campaigns across all channelsRule-based decision tree logic based on customer profile, survey results, customer behavior, results of previous step, participation in certain campaign

Bounce Management Define rules for Bounce determination and assign Actions for automatical follow-up processingSupport of Soft- and Hard-bouncesEasy to enhance

Interaction Object to support high performance execution of mass campaigns and

Integrated into the complete reporting frameworkAllows detailed reportingVery fast

ExecuteDevelop OptimizePlan Measure

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1. Overview2. Campaign Planning3. Campaign Development4. Campaign Optimization5. Campaign Execution6. Campaign Analysis

Content

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Step 5 – Campaign Analysis

Measure

Example of dash board capabilities – e-marketing analysis

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Step 5 – Campaign Analysis

Measure

Example of dash board capabilities – campaign response rates

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Campaign Analysis – Highlights

Closed-loop analysis of campaigns measuring campaign performance based on facts tracked for the relevant KPI’sLeveraging the analytical power of SAP BWIntegration with financials, order management, supply chain allowing for a true 360° picture and increased accountability of marketersOut-of-the-box business content to get you up and running fast

ExecuteDevelop OptimizePlan Measure

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Service Enabling Marketing: SOA Services for Campaigns and Target Groups

Business Object Service Name Process ComponentCampaign Approve Campaign Campaign Management

Campaign Cancel Campaign Campaign Management

Campaign Change Campaign Campaign Management

Campaign Create Campaign Campaign Management

Campaign Execute Campaign Campaign Management

Campaign Find Campaign Basic Data by Elements Campaign Management

Campaign Read Campaign Campaign Management

Campaign Release Campaign Campaign Management

Target Group Cancel Target Group Campaign Management

Target Group Create Target Group Campaign Management

Target Group Find Target Group Basic Data by Elements Campaign Management

Target Group Read Target Group Campaign Management

Target Group Update Target Group Campaign Management

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